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Viewing Client Details
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to search/filter and view client details.

1. On the Menu, click Contacts to open the Clients page.

2. In this page, you can view the client’s details that include:

  • First Name

  • Last Name

  • Email

  • Number of Projects

  • Phone Number

  • Address

  • Last Login

3. To quickly find a contact, you can use the Find a client… search bar. Simply enter a client keyword (i.e. First Name, Last Name, etc.) and press the Enter key on your Keyboard.

It is worth noting that the # of Projects column displays the number of projects the clients currently have. You can click on the number to instantly directs you to the Projects tab and displaying the projects the selected client has.

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